WA
MOS icon

WealthTrust-Arizona’s The Mosaic Company MOS Stock Holding History

WealthTrust-Arizona’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-700
Closed -$22K – 602
2015
Q3 		$22K Hold
700
– – 0.01% 243
2015
Q2 		$33K Hold
700
– – 0.02% 207
2015
Q1 		$32K Hold
700
– – 0.02% 206
2014
Q4 		$32K Hold
700
– – 0.03% 199
2014
Q3 		$31K Buy
+700
New +$32.9K 0.03% 215
2014
Q1 		– Sell
-400
Closed -$19K – 712
2013
Q4 		$19K Buy
400
+298
+292% +$13.8K 0.02% 283
2013
Q3 		$4K Sell
102
-416
-80% -$19.4K 0.01% 475
2013
Q2 		$28K Buy
+518
New +$30.8K 0.04% 186

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WealthTrust-Arizona's MOS Position: Q4 2015 in Review

WealthTrust-Arizona sold out of The Mosaic Company (MOS) in Q4 2015, closing a stake of 700 shares — an estimated $22K sold.

WealthTrust-Arizona first reported a position in MOS in Q2 2013 and held it in 8 quarters. The position peaked at $33K in Q2 2015. 521 funds tracked by Wall St. Rank hold MOS as of Q4 2015.

  • WealthTrust-Arizona reported no remaining The Mosaic Company position as of Q4 2015 after selling out during the quarter.
  • WealthTrust-Arizona sold 700 The Mosaic Company shares in Q4 2015, an estimated $22K.
  • WealthTrust-Arizona first reported a position in The Mosaic Company in Q2 2013 and held it in 8 quarters.
  • WealthTrust-Arizona's The Mosaic Company position peaked at $33K in Q2 2015.
  • 521 funds tracked by Wall St. Rank held The Mosaic Company as of Q4 2015.

Based on WealthTrust-Arizona's 13F filing for Q4 2015, filed 26 Jan 2016.